Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Helix Energy Solutions Group, Inc. (HLX)
← All HLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% <0.01 $4.51–7.75 · VW $5.96i SEC
2015   Q3 3,100 <0.01 $4.84 $15,000 SEC
2015   Q2 3,100 <0.01 $12.58 $39,000 SEC
2015   Q1 3,100 <0.01 $14.84 $46,000 SEC
2014   Q4 3,100 <0.01 $21.61 $67,000 SEC
2014   Q3 3,100 <0.01 $21.94 $68,000 SEC
2014   Q2 3,100 <0.01 Reduce 49.18% <0.01 $21.59–26.41 · VW $23.88i $82,000 SEC
2014   Q1 6,100 <0.01 $22.95 $140,000 SEC
2013   Q4 6,100 <0.01 $23.11 $141,000 SEC
2013   Q3 6,100 <0.01 Reduce 27.38% <0.01 $23.12–27.58 · VW $25.49i $155,000 SEC
2013   Q2 8,400 <0.01 $23.10 $194,000 SEC
2013   Q1 8,400 <0.01 Reduce 27.59% <0.01 $20.59–25.49 · VW $23.10i $192,000 SEC
2012   Q4 11,600 <0.01 $20.60 $239,000 SEC
2012   Q3 11,600 <0.01 $18.28 $212,000 SEC
2012   Q2 11,600 <0.01 $16.38 $190,000 SEC
2012   Q1 11,600 <0.01 $17.76 $206,000 SEC
2011   Q4 11,600 <0.01 $15.78 $183,000 SEC
2011   Q3 11,600 <0.01 Reduce 97.64% 0.13 $12.65–21.65 · VW $16.93i $152,000 SEC
2011   Q2 490,700 0.13 Buy 0.13 $14.57–19.20 · VW $17.01i $8,126,000 SEC
2010   Q1 0 0.00 Sell 100.00% 0.38 $9.98–14.80 · VW $12.11i SEC
2009   Q4 1,079,700 0.38 Reduce 24.16% 0.17 $10.79–16.92 · VW $13.20i $12,686,000 SEC
2009   Q3 1,423,700 0.72 Reduce 0.65% <0.01 $8.76–16.11 · VW $11.99i $21,327,000 SEC
2009   Q2 1,433,000 0.63 Add 0.03% <0.01 $4.80–12.65 · VW $9.59i $15,577,000 SEC
2009   Q1 1,432,600 0.37 Reduce 3.08% 0.01 $2.21–9.47 · VW $4.76i $7,364,000 SEC
2008   Q4 1,478,200 0.48 Reduce 6.89% 0.09 $3.91–23.91 · VW $10.07i $10,702,000 SEC
2008   Q3 1,587,600 1.29 Reduce 1.54% 0.03 $22.13–41.68 · VW $30.15i $38,547,000 SEC
2008   Q2 1,612,400 1.99 Reduce 4.72% 0.07 $30.54–41.81 · VW $36.81i $67,141,000 SEC
2008   Q1 1,692,200 1.56 Reduce 4.99% 0.10 $28.26–42.83 · VW $34.15i $53,304,000 SEC
2007   Q4 1,781,100 2.06 Reduce 2.30% 0.05 $38.71–47.35 · VW $42.82i $73,916,000 SEC
2007   Q3 1,823,100 1.99 Reduce 7.64% 0.14 $33.90–43.86 · VW $39.33i $77,409,000 SEC
2007   Q2 1,974,000 1.81 Reduce 4.76% 0.09 $35.28–41.50 · VW $38.90i $78,782,000 SEC
2007   Q1 2,072,700 1.80 Reduce 0.65% 0.01 $27.89–37.59 · VW $33.07i $77,291,000 SEC
2006   Q4 2,086,300 1.54 $31.37 $65,447,000 SEC
Price snapshot:
Current price$9.52
52-week low$5.52
52-week high$10.75